• customer relation management in mumbai
    crm software company in mumbai
    Professionally implemented CRM systems
    deliver many benefits for sales, marketing,
    service and other teams.
  • online crm system in mumbai
    CRM Software for Sales, Marketing, Customer Service
Manage and invoice projects

PROJECTS

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
With the simple Kan Ban you can keep track of leads

LEADS

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record company expenses

EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Create good looking proposals

PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
Build professional and great looking invoices

INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Create estimate within a minute

ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Record and receive payments

PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Great support ticket system with autoresponse

SUPPORT SYSTEM

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Add knowledge base articles from text editor

KNOWLEDGE BASE

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Assign task

TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Use contracts feature to lock sales

CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Create surveys and impress your customers

SURVEYS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.
Generate Reports

REPORTS

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
generate survey reports

SURVEY REPORTS

Generate powerfull survey reports
Setup goals and tracking achievements

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
available Custom fields for all features

CUSTOM FIELDS

Available Custom fields for all features.You can asign custom fields on PDFinvoices or estimates. Make it required.
clear view of all company events

CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
Share company newsfeed

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications.

FAQ

Why i cant delete staff member?

Deleting staff member in TT CRM is not a feature. If you need to delete it just set the staff member to inactive. In this case the staff member wont be able to login.

Lets back to the question Why I cant delete staff member? TT CRM tracks each activity for each staff member inside the CRM like invoice changes, estimate changes, deleting data (Utilities->Activity log), changing data etc…so in this case ADMIn have all the necessary activity for each staff member.

The staff ID (from database) is used all over the admin area and if you delete the staff member an errors will occur.

Ex. sometime can happen some data (invoice,customer etc..) to be deleted/changed and you can easily track who did that change by going to Utilities->Activity Log

Cant login to admin area

30% of the Clients get confused with the login.

TT CRM admin area is separated from the customers area.

Often happen TT CRM buyers to get confused and trying to login as admin in the customers area.

Admins needs to login at yourdomain.com/crm/admin

Customers login at yourdomain.com/crm/clients

Hope this will help you.

Staff members not receiving emails when new ticket is created from the customers area.

If you are experiencing this problem make sure that your/other staff members belongs to the department which this ticket is assigned.

Only the staff member that belongs to the department where the ticket is created receive email messages.

How to allow access to tickets to non-staff members?

By default access to tickets to none staff members will be disalowed.

If you need want to allow access go to Setup->Settings->Tickets and set Allow access to tickets for none staff members to YES

What will happen after i convert the lead to client?

After you convert the lead to client the lead will be auto moved to the default system status Client if is not already there.

Make sure you dont rename the default system status Client to something else to avoid confusions.

Does none admin staff member will be able to see all media library uploads?

If the logged staff member is not administrator wont be able to see all media library data.

Each staff member have separate folder inside the media/ folder in your server except the administrators.

The attachments the none admin staff member upload will go to their own folder.

In future if you make this staff member admin then will be able to see all media uploads.

How to disalow project members to see all project tasks?

By the default all project related tasks are visible to all project members. If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to projects

To achieve this go to Setup->Settings->Misc->Tasks and set Allow all staff to see all tasks related to projects to NO

What is non-staff member?

Non staff member is feature in TTechnologies which allow you to have member like contractor worker and work on projects.

Some area of the CRM is disabled for non staff members.

Here is a list of the disabled features for non staff member.

Announcements

Newsfeed wall

Leads

Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets

Public Calendar Events

Google Calendar Events

You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.

Why table exporting only export the current page?

The export from the table works like this way only the current view so if a lot data is found in the database to prevent crash thats how the datatables export work.

You will need to export by page.

There is a tricky for this if you want to export change the Tables pagination limit in settings ex. to 1000 Settings->General -> Tables Pagination Limit and you will be able to export the data.

Here is a list of the disabled features for non staff member.

When list any table you can see how much records is in there ex. Showing 1 to 50 of 800 invoices set the settings field to 800 and in this case you will be able to export all the data.

How to record transaction in other currency then the base currency?

TTechnologies CRM by default record all transactions (invoices,estimates,expenses,proposals) in the base currency.

Changing the currency while recording a transaction is not possible.

If you need to record the transaction in different currency you need to set customer currency.

Navigate to Customers-> Click on the customer and set currency in the customer profile, note that if the customer have already recorded transactions you wont be able to change the currency. You need to delete all previous transactions to change the currency. Once the transaction is recorded ability to change the customer currency will be disabled.

Try creating new eq. invoice and select the customer the currency will be auto changed based on the currency you set for this customer.

For all future transactions for this customer the customer currency will be auto selected.

I have question, where should I ask?

If you have any general questions dont hesitate to contact us on support@ttechnologies.in

    Address

  •   911, Ghanshyam Enclave,
    Beside Lalji Pada Police Station,
    Link Road, Kandivali West,
    Mumbai - 400067
  •   022-28675959
  • info@ttechnologies.in

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About T Technologies

T Technologies is a leading company in the field of IT and Digital Marketing. We are in a team of individual with diverse skills. Our strength is the capacity to learn and innovativeness.


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